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Client Deadlines Board
Works out accounts, corporation tax, CT600 and confirmation statement deadlines for every company client, and warns you before each one
£49.00
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Monthly Client Statements
On the day you choose each month, emails every client who owes you a statement of their open invoices, and sends you the totals
£25.00£28.00reduced from £28.00
How you’ll receive this product
Available to download as soon as your payment is confirmed
This is delivered digitally. As soon as your payment is confirmed you will get a private link to your files on your order page. Keep the link to that page — it is where your purchase lives.
You receive
- Monthly Client Statements — monthly-client-statements.zip
- Secure Stripe checkout — we never see your card details
- Your files appear on your order page the moment payment clears
About this product
A monthly statement is the politest way to get paid: no chasing, just the facts. This sends one to every client who owes you something, on the same day each month.
You keep your invoices on a sheet - or paste them in from your practice software - with what has been paid against each. On the day you choose, every client with a balance gets one statement listing each open invoice, its dates, what is still outstanding, and how many days late it is if it is overdue, with the total and the overdue total at the bottom. Part payments are shown as '£480.00 outstanding of £780.00'. You get one email with every client's balance.
It sends once a month, however many times it runs, and if it cannot send on the day - a weekend with 'Weekdays only' on - it sends on the next day it can. Paid invoices, and any marked Cancelled, Written off or Credited, are left off.
Features
- One statement per client, gathering all their open invoices
- Outstanding, overdue and part-paid amounts, with the days late
- Your summary of every balance, the same morning
- Once a month, on the day you choose - never twice
- Overdue-only, if you would rather not send a statement for invoices not yet due
- Every message is recorded against the client, the deadline and its date, so nothing is sent twice and next quarter's reminders are new ones
- Starts in test mode - everything comes to you until you say otherwise
- Warns you when a deadline lands on a weekend or bank holiday, and names the working day before
- The wording lives on a tab in the sheet, so you change it without touching code
- Runs inside your own Google account. No client data is sent to us or to anyone else
Product questions
No. It works out the deadlines and sends reminders. It does not submit anything to HMRC or Companies House - you or your clients still do that.
A Google account - a free Gmail account works, and so does Google Workspace - and Google Sheets in your web browser. Nothing is installed on your computer.
Open a new Google Sheet, go to Extensions > Apps Script, paste in the script from your download and run install once. It builds the tabs, the settings and the daily schedule for you. The setup guide shows every click.
No. Test mode is on when you install it: every message comes to you first, marked [TEST], with a line saying who it would have gone to. You switch test mode off in the Settings tab when you are happy with it.
Google asks you to approve any script that reads your sheet or sends email from your account. Because the script runs in your own account rather than as a published app, Google shows its standard warning screen. The setup guide explains each button.
No. Everything stays inside your own Google account. The script cannot contact any other website, and we never see your sheet or your emails.
It stops at 50 a day unless you change that in Settings. Google's own limit is about 100 recipients a day on a free Gmail account and 1,500 on Google Workspace.
No. You pay once. It runs on Google's free Apps Script service in your own account, so there is nothing to renew.
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